Tania L Gordon

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2017 → 03/2019
  Jpmorgan Chase Bank, N.A.
  Los Angeles, CA
• 05/2018 → 03/2019
  Jpmorgan Securities, Llc.
  Los Angeles, CA
• 11/2013 → 04/2017
  Hightower Advisors
  Los Angeles, CA
• 04/2019 → 09/2021
  Rbc Capital Markets, Llc.
  Beverly Hills, CA
• 09/2021 → 09/2023
  First Republic Investment Management, Inc.
  Los Angeles, CA
• 09/2021 → 06/2023
  First Republic Securities Company, Llc
  Los Angeles, CA
• 09/2023 → 12/2024
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 10/2023 → 12/2024
  Jp Morgan Chase Bank, N.A.
  Los Angeles, CA
• 12/2024 → Present
  Evoke Advisors
  Los Angeles, CA
• 11/2025 → Present
  Mai Capital Management, Llc
  Cleveland, OH

Previous Registrations

• 2021-09-21 → 2025-01-06
  J.P. Morgan Private Wealth Advisors Llc
  Los Angeles, CA
• 2024-03-08 → 2024-12-22
  J.P. Morgan Securities Llc
  Los Angeles, CA
• 2019-04-01 → 2021-09-24
  Rbc Capital Markets, Llc
  Beverly Hills, CA
• 2018-12-18 → 2019-04-03
  J.P. Morgan Securities Llc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2018-11-21

Designations

• Certified Financial Planner

Other Names

• Tania Lizette Gongora
• Tania Gordon
• Tania Lizette Gordon